When creating an order template, if the template should be available to all sites you need to be logged into the Head Office site. Otherwise, log into the specific site that the template should relate to.

To create an order template, head to Inventory Management > Supplier Orders > Suppliers and against the supplier that the template is for select [Templates], then select [New Order Template].

Within the New Supplier Order Template window: 

• Template Name: Enter a name for the template. 
• All Sites: If logged into the Head Office site, select this if the template can be available at all sites. 

Select [Save Order Template].

You'll be taken into the supplier order template, where you can select New Template Item] to add products in a new row at the bottom of the list:

• Supplier Product: Select the product from the list.
• Quantity: If required, enter an order quantity to show by default in new orders.

Repeat until all products are added, then select [Save Order Template].

The order template is then available to select when creating supplier orders. 

Order templates can be edited without impacting on past orders that used the template. 

If you need to edit a companywide order template log into the head office site. Otherwise, log into the site that the order template relates to. 

To edit an order template, head to Inventory Management > Supplier Orders > Suppliers, and against the relevant supplier select [Templates]. Locate the required order template and select [Edit]. 

Within the order template, against existing lines the Quantity can be edited if required, to show by default in new orders using the template.

Additionally, the order of products can be changed by using the drag-and-drop buttons. 

And new products can be added by selecting [New Template Item] and in the new row at the bottom of the list:

• Product: Select the product from the list.
• Quantity: If required, enter a quantity to show by default in new orders.

Access Order Templates via: Inventory Management > Supplier Orders > Suppliers.

Then select [Templates] against the relevant supplier. 

All companywide order templates as well as order templates specific to the site that you are logged in to are shown by default when accessing this section for the supplier.

There is no option to perform a search to narrow down the list in this section currently. 

The order templates list shows the following:

• Name: The name of the order template. 
• Created: The date that the order template was created. 
• Last Updated By: The user that last updated the order template. 

An order template can be deleted if no longer required.

You can only delete an order template if you have rights to do so. Click Here if you do not have rights to delete but believe you should.

To delete an order template, head to Inventory Management > Supplier Orders > Suppliers, and against the relevant supplier select [Templates]. Locate the required order template and select [Edit]. 

Within the supplier order template, select [Delete] and confirm.

The order template is now deleted. 

This is a hard delete, so the order template cannot be recovered.